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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $8.8B AUM 1,086 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 108 Added 115 Reduced 26 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXIA ENERGIA SA 20,894.0 $221K 0.00% NEW $10.56
22 ACMR ACM RESH INC Technology 1,716.0 $218K 0.00% NEW $126.89 -39.0%
23 KR KROGER CO Consumer Defensive 3,800.0 $211K 0.00% NEW $55.53 +6.4%
24 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,898.0 $208K 0.00% NEW $109.77 +1.5%
25 ADI ANALOG DEVICES INC Technology 522.0 $207K 0.00% NEW $397.17 -6.5%
26 TDY TELEDYNE TECHNOLOGIES INC Technology 306.0 $204K 0.00% NEW $666.90 -6.3%
27 MP MP MATERIALS CORP Basic Materials 3,600.0 $202K 0.00% NEW $56.01 +2.5%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Healthcare 18.5%
Financial Services 16.3%
Communication Services 10.5%
Industrials 6.4%
Consumer Defensive 4.0%
Energy 3.2%
Utilities 3.1%
Consumer Cyclical 2.7%
Real Estate 1.8%